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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SPFA
1801
Summit Place Financial Advisors
New Jersey
$444K +$438K +1,425 New
BO
1802
Bank OZK
Arkansas
$443K – – –
BZWA
1803
Blue Zone Wealth Advisors
California
$443K – – –
USGIU
1804
U.S. Global Investors (USGI)
Texas
$443K – – –
SEIA
1805
Signature Estate & Investment Advisors
California
$440K +$16.9K +55 +4%
BMC
1806
Benin Management Corp
Connecticut
$439K -$61.4K -200 -12%
OMC
1807
Old Mission Capital
Illinois
$439K +$433K +1,409 New
PAS
1808
Partnervest Advisory Services
California
$438K -$12.9K -42 -3%
NA
1809
Navellier & Associates
Nevada
$436K +$3.07K +10 +0.7%
PWAP
1810
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$435K +$78K +254 +22%
HKAM
1811
Horizon Kinetics Asset Management
New York
$435K +$111K +361 +35%
EI
1812
Ellevest Inc
New York
$433K +$81.1K +264 +23%
AWE
1813
Avidian Wealth Enterprises
Texas
$433K +$149K +485 +54%
NIM
1814
Northeast Investment Management
Massachusetts
$432K +$426K +1,387 New
NWM
1815
Northwest Wealth Management
Iowa
$431K – – –
WA
1816
Winfield Associates
Ohio
$430K – – –
BOS
1817
Bingham Osborn & Scarborough
California
$430K +$16.6K +54 +4%
IAMOG
1818
Investors Asset Management of Georgia
Georgia
$426K – – –
LWA
1819
Lenox Wealth Advisors
New York
$424K +$11.1K +36 +3%
KFGK
1820
Keystone Financial Group (Kentucky)
Kentucky
$423K -$37.5K -122 -8%
AF
1821
Aldebaran Financial
$423K +$1.23K +4 +0.3%
M
1822
Mirova
France
$422K -$39.6K -129 -9%
FAM
1823
Formidable Asset Management
Ohio
$422K -$4.61K -15 -1%
AWM
1824
AllSquare Wealth Management
New York
$422K – – –
RWM
1825
Reston Wealth Management
Virginia
$421K -$102K -332 -20%
71 72
73
74 75